Journey of a lifetime UBS Wealth Way: helping you pursue what matters most

The Frontier Group Ryan P. McHugh, Patsy Burton, Tammy Renae Head, David Sayler, Jeffrey Head, Kyle Head, Dorothy Muriset, Tamara Kay Harvey, Meghan E. Antonucci, Nona Coleman, Ian Nicoll

The Frontier Group


phone

907-261-5964



phone

855-255-5739





address

3000 A Street
Suite 100
Anchorage, AK 99503



Our office locations

805 SW Broadway
Suite 2600
Portland, OR 97205
503-226-1826

830 Alder Creek Drive
Medford, OR 97504

541-773-7773

600 SW Columbia
Suite 6200
Bend, OR 97702
541-617-7037

3000 A Street
Suite 100
Anchorage, AK 99503
907-261-5900

It starts with questions and a conversation about what you want to accomplish. Next, we can help you organize your financial life into 3 key strategies across your lifetime.

To help provide cash flow for short-term expenses

How do you get a clearer idea of what you need, no matter what the markets are doing? A Liquidity strategy can help. It’s designed to help you balance short-term needs with long-term goals.

  • Entertainment and travel
  • Taxes
  • Purchasing a home

For longer-term needs

Want to boost your confidence in having the retirement you want? A Longevity strategy can help. It’s deigned to put you in position for a retirement that could last decades.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home

For needs that go beyond your own

Looking to make a real difference for your family and the causes you care about? A Legacy strategy can help. Through strategic planning and tax-efficient gifting, it can help you make the maximum impact now and for future generations.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Then, we can identify solutions to support the 3 strategies and deliver: Advice. Beyond investing.

UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability.

Our perspectives

Insights

Creating a lasting and positive impact

Creating a lasting and positive impact

Planning for the lifestyle you want

Planning for the lifestyle you want